A complete list of active advisors currently associated with Fee-Only Financial Planning, L.C.

Warmer can help you find a great advisor at Fee-Only Financial Planning, L.C. or one who fits your needs even better.

Fee-Only Financial Planning, LC provides fee-only financial planning and discretionary investment management to individuals, trusts, and estates, serving both high-net-worth and non‑HNW clients. The firm manages roughly $404 million for about 141 clients through a three-advisor team and offers planning across cash flow, tax and retirement planning, insurance review, estate planning, and ongoing portfolio supervision. The firm’s investment approach centers on diversified asset allocation, cost-conscious selection (favoring indexed mutual funds and ETFs) and use of individual bonds for fixed income, with an emphasis on long-term holdings and periodic rebalancing; cash is treated as an asset class. While the firm generally does not recommend margin, it will permit borrowing in managed accounts in limited circumstances and treats margined assets as part of fee calculations, a practice that differs from most peers. Noteworthy features include a staff of three CFP® professionals with extensive combined experience and use of Dimensional Fund Advisors funds (funds that are typically available only through approved advisers), as well as an informal business-continuation arrangement with another fee‑only firm. The firm also offers complementary exploratory interviews and short-term limited-service engagements tailored to younger professionals, reflecting a client-education and flexible-service mix that is uncommon among similar supported firms.

To learn more about the advisors currently working at Fee-Only Financial Planning, L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.